Stonebridge Financial Group, LLC Purchases in Q4 2025

Stonebridge Financial Group, LLC

  • $1.17 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.35K
+ 16.24%
$76.84 - $80.86 $258K - $271K
24K $1.93B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
7.9K
+ 3.13%
$48.06 - $50.58 $380K - $399K
261K $12.9B
LRGF
Ishares Tr

ETFs
3.21K
+ 1.67%
$67.34 - $70.85 $216K - $227K
195K $13.6B
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.64K
+ 3.77%
$56.0 - $57.6 $260K - $267K
128K $7.32B
TCHP
T Rowe Price Exchange Traded F

Technology
5.36K
New
$47.86 - $51.43 $257K - $276K
5.36K $267M
QCOM
Qualcomm Inc

Technology
848
+ 3.34%
$153.59 - $187.68 $130K - $159K
26.2K $4.49B
HOOD
Robinhood Markets, Inc.

Technology
2.66K
+ 184.44%
$121.53 - $152.46 $323K - $405K
4.1K $463M
AVDV
American Centy ETF Tr Avantis

ETFs
2.71K
New
$87.37 - $90.92 $237K - $246K
2.71K $254M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.56K
+ 88.22%
$68.28 - $84.44 $175K - $216K
5.47K $469M
GKOS
Glaukos Corp

Healthcare
2.12K
New
$74.67 - $92.61 $159K - $197K
2.12K $240M
SPY
Spdr S&P 500 ETF Trust

ETFs
187
+ 2.95%
$653.02 - $687.39 $122K - $129K
6.53K $4.45B
WFC
Wells Fargo & Company

Financial Services
2.41K
New
$77.62 - $87.3 $187K - $210K
2.41K $225M
AMZN
Amazon Com Inc

Consumer Cyclical
453
+ 4.28%
$213.04 - $254.0 $96.5K - $115K
11K $2.55B
PRU
Prudential Financial Inc

Financial Services
1.87K
New
$99.13 - $107.85 $186K - $202K
1.87K $211M
IFF
International Flavors & Fragrances Inc

Basic Materials
3.09K
New
$59.55 - $67.43 $184K - $208K
3.09K $208M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.08K
+ 94.49%
$50.57 - $50.77 $206K - $207K
8.4K $425M
PFE
Pfizer Inc

Healthcare
8.05K
New
$24.23 - $27.37 $195K - $220K
8.05K $200M
CAT
Caterpillar Inc

Industrials
38
+ 2.04%
$480.82 - $585.49 $18.3K - $22.2K
1.9K $1.09B
MDT
Medtronic PLC

Healthcare
1.72K
+ 4.11%
$90.06 - $98.43 $155K - $169K
43.5K $4.18B
RYE
Invesco Exchange Traded Fd Tr

ETFs
2.36K
+ 4.36%
N/A
56.5K $4.49B
MRK
Merck & Co., Inc.

Healthcare
225
+ 2.96%
$82.49 - $92.93 $18.6K - $20.9K
7.82K $823M
ORCL
Oracle Corp

Technology
6.35K
+ 51.52%
$217.57 - $313.0 $1.38M - $1.99M
18.7K $3.64B
EMR
Emerson Electric CO

Industrials
865
+ 2.28%
$126.01 - $140.03 $109K - $121K
38.8K $5.15B
MA
Mastercard Inc

Financial Services
251
+ 2.82%
$536.85 - $580.45 $135K - $146K
9.16K $5.23B
MCD
Mcdonalds Corp

Consumer Cyclical
399
+ 2.27%
$293.81 - $310.11 $117K - $124K
18K $5.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.94K
+ 10.51%
$78.65 - $79.19 $153K - $154K
20.4K $1.61B
VTI
Vanguard Total Stock Market Et

ETFs
107
+ 0.74%
$321.8 - $337.95 $34.4K - $36.2K
14.5K $4.87B
XOM
Exxon Mobil Corp

Energy
278
+ 2.06%
$110.64 - $119.78 $30.8K - $33.3K
13.8K $1.65B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7.45K
+ 2.04%
$50.22 - $52.54 $374K - $391K
372K $19.2B
Tidal Trust Ii
10K
New
N/A
10K $99.8M
CORP
Pimco Investment Grade Corp Bd

ETFs
1.02K
+ 26.48%
$97.88 - $99.61 $99.5K - $101K
4.86K $475M
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 0.07%
N/A
22.2K $4.87B
RDVY
First Trust Rising Dividend Ac

ETFs
957
+ 9.42%
$65.02 - $68.31 $62.2K - $65.4K
11.1K $772M
QQQ
Invesco Qqq Trust, Series 1

ETFs
38
+ 0.87%
$589.5 - $635.77 $22.4K - $24.2K
4.42K $2.71B
VUZI
Vuzix Corp

Technology
21.5K
New
$2.26 - $4.13 $48.6K - $88.8K
21.5K $81.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
419
+ 5.39%
$137.47 - $143.13 $57.6K - $60K
8.19K $1.18B
IBM
International Business Machines Corp

Technology
113
+ 3.47%
$275.97 - $314.98 $31.2K - $35.6K
3.37K $997M
AOA
Ishares Tr Core Aggressive All

ETFs
668
+ 6.75%
$86.51 - $90.12 $57.8K - $60.2K
10.6K $947M
FRAF
Franklin Financial Services Corp

Financial Services
1.05K
+ 21.35%
$43.79 - $48.85 $46.2K - $51.5K
5.99K $301M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.08K
+ 22.06%
$52.27 - $56.39 $56.2K - $60.6K
5.95K $326M
NEAR
Blackrock Short Maturity Bond

ETFs
1.24K
+ 11.38%
$51.08 - $51.37 $63.3K - $63.7K
12.1K $620M
FNB
Fnb Corp

Financial Services
36
+ 0.06%
$14.65 - $16.47 $527 - $593
58.5K $1B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.6K
+ 12.6%
$22.43 - $22.55 $58.4K - $58.7K
23.3K $523M
AOR
Ishares Tr Core Growth Allocat

ETFs
733
+ 6.36%
$63.43 - $65.6 $46.5K - $48.1K
12.3K $797M
AVGO
Broadcom Inc.

Technology
94
+ 6.95%
$324.63 - $385.98 $30.5K - $36.3K
1.45K $501M
BA
Boeing CO

Industrials
236
+ 17.38%
$191.81 - $225.32 $45.3K - $53.2K
1.59K $346M
ABT
Abbott Laboratories

Healthcare
2.71K
+ 8.16%
$123.62 - $134.59 $335K - $364K
35.9K $4.5B
BTG
B2 Gold Corp

Basic Materials
10.7K
New
$3.8 - $5.94 $40.5K - $63.3K
10.7K $48M
AXP
American Express CO

Financial Services
17
+ 1.54%
$316.26 - $372.77 $5.38K - $6.34K
1.12K $414M
Activity Summary
Buys All Purchases 159 New Holdings 22 Increased Positions 137 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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